GPU Memory Physics: DRAM vs SRAM, Kernel Fusion and FlashAttention (Series Part 3)
GPU memory physics: DRAM vs SRAM latency and bandwidth, tiling, kernel fusion, and why FlashAttention made LLM inference faster. Series finale.
The Memory Wall in 2026: Optical Interconnect, LPDDR6 and Physical AI
Micron is sampling LPDDR6 for physical AI; Volantis raised $88M for optical memory links. Why bandwidth bounds AI and where the architecture goes.
The July 2026 AI-Chip Correction: What the Memory-Led Selloff Signals
An analysis of the July 2026 AI-chip selloff: memory-led declines, valuation vs capex, the HBM cycle, and what the correction says about AI infrastructure spending.
Micron’s AI Memory Supercycle: Why HBM Is the Bottleneck
Analysis of Micron's record 2026 quarter and the HBM supercycle: why high-bandwidth memory, not just GPUs, is now the binding constraint on AI compute.